Choosing an Investment Advisor for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.
DetailsAmy Stratton & Kristen Prull Moonan Honored by RI Monthly Excellence in Law for 2025
Congratulations to Moonan Stratton Amy Stratton and Kristen Prull Moonan who were again honored by RI Monthly for professional excellence.
DetailsWhat Impact Could the HHS Downsizing Have on Older Adults?
Recent restructuring at the Department of Health and Human Services is raising concerns among advocates and some lawmakers regarding their potential effects on older adults and people with disabilities.
DetailsStressed? Why a Little (Estate) Planning Can Go a Long Way
Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.
DetailsShannen Doherty’s Estate Planning Amid Divorce
What happens if you die after you file for divorce but before it becomes final? Television actress Shannen Doherty faced this same question.
DetailsRelief for Supplemental Security Income Recipients in 2025
In 2025, Supplemental Security Income (SSI) recipients who qualify for a waiver under the Campos v. Kijakazi settlement will likely receive them by this summer.
DetailsSocial Security Overpayment Rules Are Changing Once Again
Effective March 27, 2025, the Social Security Administration (SSA) reinstates the 100 percent policy to recover overpayments, reverting from the previous 10 percent withholding rate established in early 2024.
DetailsHow IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency’s capacity to fulfill its primary functions.
DetailsHow Estate Plans Can Help Family Members Avoid Legal Battles
There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.
DetailsHome Safety for Aging in Place: A Guide for Older Adults
Aging in place safely can involve making modifications to ensure well-being, comfort, and accessibility for older adults. Check out some practical tips to create a safer living environment for aging loved ones.
Details